Wealth First Portfolio Managers Ltd.
Snapshot View

217.95 +7.95 ▲3.8%

04 August 2021, 03:50:05 P.M.
Volume: 856

Overview View Details

Sector Finance Compare with Sector peers
Industry Finance - Investment Compare with Industry peers
Website http://www.wealth-firstonline.com
Financial Indicators
Market Cap 223.76 Cr.
Earnings per share (EPS) 12.08 Trailing Twelve Months Ending 2021-03
Price-Earning Ratio (PE) 17.38 Trailing Twelve Months Ending 2021-03
Industry PE 34.53 Trailing Twelve Months Ending 2021-03
Book Value / Share 43.39 Trailing Twelve Months Ending 2021-03
Price to Book Value 4.84 Calculated using Price: 210.00
Dividend Yield 0.48 Period Ending 2020-03
No. of Shares Subscribed 1.07 Cr. 10,655,000 Shares
FaceValue 10
Company Profile

Wealth First Portfolio Managers was incorporated as “DSFS Securities and Broking Private Limited” on April 16, 2002 in Ahmedabad. On May 14, 2003, the name of the company was changed to Wealth First Portfolio Managers Private Limited. Further, the company was converted into a Public Limited on September 30, 2015. The company is a one stop financial services provider for various types of financial products available in Indian market. Its product portfolio provides right mix of financial assets that suits financial goal in short and long term depending on client’s perception and need. It offers in depth research for products that delivers compatible performance in terms of yield as well as it make sure that investments stays secure over the period, though market risk is always there which are beyond its control.

The company is registered members of BSE Limited and National Stock Exchange of India Limited. The company is also registered with CDSL as Depositary Participants. For its mutual fund business it is registered with AMFI and is among top 100 AMFI mutual fund distributors. Major part of its revenue comes from sale & purchase of taxable & tax-free bonds and brokerages & Commission from Mutual fund distribution business. It provides focused endeavor and create an investment strategy tailored to specific client needs. The company’s tailor-made customized solutions are perfect match to financial objectives of client. Its distribution network is backed by in-house back office support to serve its customers promptly.

Business area of the company

The company offers various financial instruments according to risk appetite and holding period of client that includes Government Bonds & Securities, Direct Equity, Cash Management Services, Derivative products, Mutual Funds, Insurance products, Commodities, REITS and Market Making Services. The company is one of top 100 AMFI distributers of Mutual funds. The company is driven by the emphasis it places on building long-term relationships with its clients. The company works closely with its clients to equip them with the ability to address large, fast growing market opportunities.

Delivery View Details

Delivered Qty
Traded Qty

Performance View Details

1 Day
+3.79%
1 Week
+8.78%
1 Month
+55.68%
3 Month
+70.34%
6 Month
+74.43%
1 Year
+298.08%
2 Year
+155.45%
5 Year
+567.74%
5 years 2016-03 2017-03 2018-03 2019-03 2020-03
Return on Equity (%) 16.74 27.39 36.93 22.89 3.74
Return on Capital Employed (%) 14.35 22.64 33.02 27.46 6.29
Return on Assets (%) 5.80 11.15 22.14 18.32 3.23

Balance Sheet View Details

Particulars 5 years 2016-03 Rs. Cr. 2017-03 Rs. Cr. 2018-03 Rs. Cr. 2019-03 Rs. Cr. 2020-03 Rs. Cr.
Shh. Funds 16 20 28 34 34
Non Curr. Liab. 0 0 0 0 0
Curr. Liab. 29 21 10 5 5
Minority Int.
Equity & Liab. 45 41 38 39 40
Non Curr. Assets 6 3 5 5 4
Curr. Assets 39 38 33 35 36
Misc. Exp. not W/O 0
Total Assets 45 41 38 39 40

Profit Loss View Details

Particulars 5 years 2016-03 Rs. Cr. 2017-03 Rs. Cr. 2018-03 Rs. Cr. 2019-03 Rs. Cr. 2020-03 Rs. Cr.
Net Sales 149 196 223 330 398
Other Income 1 3 2 1 1
Total Income 151 199 224 331 399
Total Expenditure -146 -191 -212 -321 -396
PBIDT 5 8 12 10 3
Interest -1 -2 -1 0 -1
Depreciation 0 0 0 0 0
Taxation -1 -1 -2 -2 -1
Exceptional Items
PAT 3 5 9 7 1

Cash Flow View Details

Particulars 5 years 2016-03 Rs. Cr. 2017-03 Rs. Cr. 2018-03 Rs. Cr. 2019-03 Rs. Cr. 2020-03 Rs. Cr.
Cash Fr. Operatn. 0 16 8 -7
Cash Fr. Inv. 3 1 0 0
Cash Fr. Finan. -2 -14 -6 0
Net Change 2 3 2 -6
Cash & Cash Eqvt 3 6 8 1

Shareholding Pattern View Details

9 Qtrs 2018-03 (%) 2018-09 (%) 2019-03 (%) 2019-09 (%) 2020-03 (%) 2020-09 (%) 2020-12 (%) 2021-03 (%) 2021-06 (%)
Promoter 73.68 73.68 73.68 73.67 73.68 73.68 74.00 74.00 74.00
Public 26.33 26.32 26.32 26.33 26.33 26.33 26.00 26.01 26.00
Depository Receipts 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Promoter Holding Pledge (%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

Announcements View Details

Wed, 07 Jul 2021
Certificate under SEBI (Depositories and Participants) Regulations, 2018
Wealth First Portfolio Managers Limited has informed the Exchange about Certificate under SEBI (Depositories and Participants) Regulations, 2018
Tue, 06 Jul 2021
Certificate under SEBI (Depositories and Participants) Regulations, 2018
Wealth First Portfolio Managers Limited has informed the Exchange about Certificate under SEBI (Depositories and Participants) Regulations, 2018
Thu, 01 Jul 2021
Trading Window
Wealth First Portfolio Managers Limited has informed the Exchange regarding the Trading Window closure pursuant to SEBI (Prohibition of Insider Trading) Regulations, 2015

Technical Scans View Details

Tue, 03 Aug 2021
Higher Delivery Quantity Higher Delivery Quantity
Higher Trade Quantity Higher Trade Quantity
Higher Trade and Delivery Quantity Higher Trade and Delivery Quantity
Close Crossing Last Week High Close Crossing Last Week High
Opening at Low Opening at Low

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